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the Get from Pool Assignments domain
To perform
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Advanced Task Assignment filtering, launch
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Get From Pool Assignments domain:
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Go to Docupace > Administration (1) > List Domains (2). |
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 Image AddedLaunching Skills domain |
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a. In Domains, enter Domain Id and/or Name.
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You can search for the preferred domain by filtering names with the following search options:
Contains
Is
Begins with
Ends with
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Filtering skills for WI
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find the Get From Pool Assignments domain: Type “Get From Pool” into the Name search bar and press enter. Launch the Get from Pool Assignments (690) domain.
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Tip: You can use the search bar on the Admin page to look for the preferred domain. |
|  Image AddedSearching for the Get From Pool Assignments domain |
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Tip: If your search returns too many results, you can filter it by using one of the available search options: Contains, Is, Begins with, Ends with. |
|  Image AddedSearch options |
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Adding New Get From Pool Assignment Record for a Work Item (WI)
Advanced task assignment aims to assign work items to users who have the appropriate skills. Thus, users can accomplish all the assigned
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the service-level agreement (SLA).
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add new skills:
| Rw ui steps macro |
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Navigate to Administration > List Domains > Get From Pool Assignments domain, and then click New Get From Pool Assignments. |  Image AddedAdding a new Get From Pool Assignments |
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Details, provide the preferred information based on |
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your firm requirements: In Description, enter a description for a new Get From Pool Assignment. From Skill Rarity, select one of the following options: Unique, Rare, Uncommon, or Common. In Task Due, Task Lead Time, and Task Due Expedited, provide the preferred time requirements based on SLA.
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Tip: Some fields are mandatory, for example: Name, Workflow, and Skill Rarity. |
Note: Name of the skill must be unique. |  Image AddedProviding details for Advanced Task Assignment |
To add a new type of request, select Add on the Request Type pane. |  Image Added
Adding request type |
Find the already existing request type by Name, Scan User, Request Category or by other options. |  Image AddedProviding request type |
Provide the preferred information for a new request type and then click Save. |  Image AddedProviding details for request type |
To add a state, select Add on the State pane, and then add the preferred State. |  Image AddedAdding a state |
Add the skill information in the following sections: Product Type Registration Type Vendor/Custodian Product Name Client Subfolder Type Subfolder Status Check Amount Maximum Litigation Hold With Money Region Code OSJ Code Branch BD Engagement Level
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Once you add all the appropriate information, in the upper-right corner, select Save or Save and Close. |  Image AddedSaving information for skills |
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Image AddedSaving results onto a computer
